KCS - Can I use Document Templates on a Starter Subscription?

Objective:

  • To use document templates on the Starter subscription
  • To use Document Automation on the Starter Clio plan

Environment:

  • Clio Web App

Additional Information:

If you downgrade to Starter from Boutique or Elite, you cannot still use the templates.

Answer:

No. You must be on a Boutique or Elite subscription to use Document Automation.

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